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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

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The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

For families, showcase how your planning helped clients achieve their children’s education goals while maintaining their desired lifestyle. Remember to present case studies in multiple formats to maximize their impact. Why are case studies important for financial advisors, and how should I present them?

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Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Harness Wealth

Evaluate entity structure implications , as S corporations may face lower tax rates on asset sales than C corporations, which potentially face double taxation on appreciated assets. The most common exit options include mergers and acquisitions, asset sales, stock sales, and employee ownership plans.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions.

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

RITHOLTZ: So what sort of challenges and opportunities have the past five years presented? If you looked at our ETF assets, at that time, less than half of them actually would have been considered lowest cost in the industry. And we gave back $125 billion in assets, which most people think is crazy. RITHOLTZ: Billion with a B.

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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Define the type of investments involved, (e.g.,